Apply in 3 Minutes! Wealth Advisor, Schwab Wealth Advisory Position Available In New York, New York

Job Description:

Position Type:

Regular Your opportunity At Schwab, you’reempowered to make an impact on your career. Here, innovativethought meets creative problem solving, helping us “challenge thestatus quo” and transform the finance industry together. As aWealth Advisor within Schwab Wealth Advisory (SWA), you are joininga premier, fee-based, and non-discretionary investment advisorysolution, providing clients with a personal relationship,specialized service, and ongoing advice built on Schwab’s approachto investing. You will have a direct impact on the lives ofclients, working as a fiduciary within a dedicated Schwab WealthAdvisory team to deliver an exceptional client experience. SWA’sadvice philosophy will empower you to use a vast array of products(i.e. stocks, bonds, ETFs, mutual funds, separately managedaccounts, option trading), setting you up for success to helpclients manage complex portfolios and achieve their goals. You’llgrow within an experienced, collaborative team, while deepeningrelationships with various partners, including industry leadingadvisors. If you are looking to develop with a firm that willchallenge you to deepen your wealth management expertise, within arole that allows you to help clients while doing what you love,this may be the opportunity for you. What you have

RequiredQualifications:

• Bachelor’s degree
• Active FINRA Series 7 license
• (May be obtained with a 120-day condition of employment forcertified and current CFP® designation or CFA® designation holders,verified before hire)
• Active FINRA Series 66 license
• (May beobtained within the first 120 days)
• Three or more years advisoryexperience, including creating and customizing financial plans andportfolios for clients
• Five or more years in the financialservices industry working directly with clients PreferredQualifications
• CFP or CFA
• Superior relationship management andclient retention experience
• Polished interpersonal, communicationand presentation skills, attention to detail In addition to thesalary range, this role is also eligible for bonus or incentiveopportunities.

What’s in it for you At Schwab, we’re committed toempowering our employees’ personal and professional success. Ourpurpose-driven, supportive culture, and focus on your developmentmeans you’ll get the tools you need to make a positive differencein the finance industry. Our Hybrid Work and Flexibility approachbalances our ongoing commitment to workplace flexibility, servingour clients, and our strong belief in the value of being togetherin person on a regular basis. We offer a competitive benefitspackage that takes care of the whole you

• both today and in thefuture:
• 401(k) with company match and Employee stock purchaseplan
• Paid time for vacation, volunteering, and 28-day sabbaticalafter every 5 years of service for eligible positions
• Paidparental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance